Planner overview
Assign/schedule work to people and time when jobs are in production/in progress.
Locating section in app: Productivity > Planner
Planner page features
📽️ Video clip: Planner walkthrough
Use search and filters to create a view to manage Jobs.
Search
Search by Customer Name, Order # and Labels.
🗒️ Note: adding a partial name or number in Search i.e. typing “61” will return any customer with “61” in their order number or purchase order number e.g. “610”.
Filter
Narrow and customise Job Cards by filtering by:
View
View
Create your own view based on your area of focus.
💡 Tip: save commonly filtered views i.e. a View might be of Urgent orders only:
Select the relevant filters and select
Save new view.
Enter view name and select Set as your default view.
Save.
Show/Hide users
Show/Hide users
Show or hide users based area of specialisation
Show/Hide orders
Show/Hide orders
Show or hide Orders, whether Scheduled or Unscheduled.
Filter by assignee
Filter by assignee
Sort Job Cards by selected assignee.
Filter by labels
Filter by labels
Selection of Labels are based on the Labels you have created.
Settings
Planner Settings: enable working hours for the team
Collapse/expand Orders view
Collapse/expand view list of Orders.
🗒️ Note: Orders from this list can be dragged and dropped into the Planner to be assigned to time.
Calendar
Daily, weekly, or monthly calendar views for the scheduled orders.
View Orders
Click on an Order to view:
🚫 Warning: edits made in this view aren't saved; if edits to an Order are required view the Order in Sales Orders (Sales > Sales Orders).